A representative (not comprehensive) list of recent search engagements includes the following:
Chief Executive Officer
for a private equity portfolio company engaged in metal stamping and fabricating. The company has a loyal customer base and is positioned for growth with a new CEO who brings high energy to drive positive change and strong lean and six-sigma expertise. The selected individual has 25 years of manufacturing experience, 12 years of leadership expereince and has a record of delivering significant performance improvement.
President, North America
for a privately held consulting firm that provides detailed technology analysis and planning to Fortune 500 clients. The selected individual restructured and refocused the North American operation, introduced a unique performance based compensation program, brought expenses in line with revenues, selected key leaders in several sectors and successfully positioned the company for sustained growth in profits and enterprise value.
Chief Financial Officer
for a business process outsourcing firm which was recently acquired by a private equity group as a platform company. The company is positioned for dramatic growth and requires a CFO who will install a sophisticated financial system and play a key role in driving the growth of the business. The selected individual has 19 years of experience, which includes big 4 accounting, corporate and strategic planning roles in public companies and acquisition, due diligence, execution, integration and divestiture activities with privately held companies.
Chief Information Officer
for a $100mm revenue document processing and imaging company providing business process outsource solutions. The company is owned by a private equity firm and required a state-of-the-art technology platform to drive the desired growth rate. The selected individual was hired to provide technology vision and leadership to design, create and implement the new technology platform.
SVP Operations
for a middle market manufacturer recently acquired by a Midwest private equity fund. The Indiana based company required an individual to provide leadership for implementing world class manufacturing practices and continuous improvement programs throughout all the manufacturing functions and to position the firm operationally to achieve higher growth targets. The selected individual has a BS in Engineering an MBA and more than 20 years of experience in manufacturing management.
Vice President, Operations
of a leading forging company to the oil & gas industry. The company was family owned for decades until being acquired by a PEG that needed to install a professional management model to position the company for growth. The selected individual has 20 years of steel making, forging and stamping expereince including 10 years of leadership that focused on improving operational performance and bottom line results.
Vice President, Investment Banking
for a regionally focused, middle market investment banking firm in Ohio. The selected individual is responsible for executing M&A and advisory engagements in support of a senior banker and directing and developing Associate an Analyst level staff. The successful candidate has 13 years of investment banking transaction experience with both regional and national firms.
Vice President, Business Development
for a leading Ohio-based private equity fund. This VP Business Development will be responsible for focusing the firm’s deal generation activities, expanding their network of referral sources, increasing awareness of the firm’s ‘brand’, sourcing investment opportunities both on a direct and indirect basis and tracking all opportunities from point of referral to resolution. The selected individual has 15 years of experience finance experience and an exceptional record of success in generating deals.
Vice President, Aftermarket Sales and Service
for a portfolio company of a Midwest private equity fund. The selected individual is leading the growth of the aftermarket line of business for this middle market machine tool manufacturer, which has operations on three continents. We were able to locate an individual who possessed not only subject matter expertise in after-sales and service and machine tool industry experience, but who also had language and cultural fluency in the firm's largest overseas operating country.
Vice President Marketing for a private equity fund.
The selected individual will be responsible for managing all referral relationships and for developing proprietary deal flow for a well established PE firm that invests in middle market operating companies. We identified and presented a slate of candidates who possesses M&A transaction knowledge and sales and marketing talent and drive. The successful candidate brings corporate finance and M&A origination and execution experience in investment banking to the position coupled with a high energy level and burning desire to succeed.
Managing Director, Corporate Finance
for a regional investment bank. The selected individual has led Chicago investment banking groups of national firms and was attracted to the opportunity to have a greater influence on the growth and direction of a Midwest focused investment bank.
Managing Director, Derivatives
for a boutique investment bank. The selected candidate possesses extensive interest rate derivatives sales, trading and structuring skills, exceptional customer development skills and the desire to build an industry leading interest rate risk management advisory practice serving bankers and their customers nationally.
Managing Director (Originations)
for a senior and junior secured capital provider that focuses on financing acquisitions for equity sponsors buying middle market companies. The selected individual possesses extensive experience originating, underwriting, negotiating, closing and managing senior and sub debt facilities for private equity sponsors and is highly motivated to build market presence and source quality investment opportunities for this nationally known specialty lender.
Director of Business Development
for an international performance improvement consultancy. A private investment group had recently made a control investment in this firm and was seeking a high energy business development with excellent contacts in the financial services market to cover major financial services firms. The selected individual has over 15 years of experience as a strategic business development executive with a record of success in developing CXO level relationship with major companies and institutions.
Senior Manager, Credit Risk Management
for a big four accounting/consulting firm. This global consulting group provides credit risk management consulting to energy companies in the US, Europe and Latin America. The selected individual was formerly the Director and Sector Head, Credit Portfolio Management for the Integrated Energy Group of a major global financial institution. Previous experience and accomplishments include achieving the rank of Captain in the US Navy. The combination of subject matter and industry expertise combined with leadership skills demonstrated throughout his career enabled this individual to quickly assume engagement leader role on large consulting projects.
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